Proposals
PlanSync proposals connect estimate data with client communication.Proposal lifecycle
Common lifecycle states:- Draft
- Sent
- Viewed
- Accepted / declined
- Change requested
Core capabilities
- Build proposal line items (manual or from takeoff sources)
- Preview and generate proposal documents
- Send/resend to clients
- Duplicate for iterative workflows
- Track revisions, comments, and portal messages
Proposal templates
Workspace-level templates standardize:- Cover copy and structure
- Default values and assumptions
- Branding presentation
Public proposal portal
Client actions are supported through public tokenized routes:- View proposal
- Accept
- Decline
- Request changes
- Exchange messages